Financial Advocates Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Financial Advocates Investment Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$307K	Sell	6,862 -69,098	-91%	-$3.03M	0.17%	85
2025 Q2	$3.22M	Sell	75,960 -35,968	-32%	-$1.5M	0.26%	85
2025 Q1	$5.23M	Sell	111,928 -111,734	-50%	-$5.04M	0.37%	56
2024 Q4	$9.58M	Buy	223,662 +10,978	+5%	+$499K	0.55%	39
2024 Q3	$9.84M	Sell	212,684 -39,036	-16%	-$1.74M	0.56%	38
2024 Q2	$11.5M	Buy	251,720 +68,048	+37%	+$3.17M	0.71%	24
2024 Q1	$8.68M	Sell	183,672 -30,370	-14%	-$1.3M	0.5%	45
2023 Q4	$8.98M	Sell	214,042 -6,578	-3%	-$281K	0.59%	31
2023 Q3	$10.2M	Sell	220,620 -34,208	-13%	-$1.5M	0.74%	24
2023 Q2	$10.3M	Sell	254,828 -52,156	-17%	-$2.12M	0.74%	24
2023 Q1	$12.7M	Sell	306,984 -12,390	-4%	-$530K	0.91%	19
2022 Q4	$14M	Buy	319,374 +69,914	+28%	+$3.04M	1.04%	10
2022 Q3	$8.98M	Sell	249,460 -51,366	-17%	-$1.94M	0.74%	21
2022 Q2	$10.8M	Buy	300,826 +28,206	+10%	+$1.13M	0.87%	17
2022 Q1	$10.4M	Buy	272,620 +24,040	+10%	+$833K	0.69%	26
2021 Q4	$6.9M	Buy	248,580 +31,504	+15%	+$890K	0.43%	46
2021 Q3	$5.65M	Sell	217,076 -3,102	-1%	-$76.8K	0.38%	52
2021 Q2	$5.93M	Buy	220,178 +21,180	+11%	+$551K	0.4%	50
2021 Q1	$4.88M	Buy	198,998 +66,442	+50%	+$1.53M	0.35%	62
2020 Q4	$2.94M	Buy	132,556 +38,268	+41%	+$659K	0.2%	111
2020 Q3	$1.41M	Buy	94,288 +24,532	+35%	+$436K	0.12%	188
2020 Q2	$1.32M	Sell	69,756 -652	-0.9%	-$12.1K	0.13%	199
2020 Q1	$1.02M	Buy	70,408 +8,308	+13%	+$197K	0.15%	174
2019 Q4	$1.86M	Buy	62,100 +4,340	+8%	+$129K	0.2%	125
2019 Q3	$1.71M	Sell	57,760 -4,686	-8%	-$142K	0.2%	124
2019 Q2	$1.99M	Sell	62,446 -7,422	-11%	-$238K	0.23%	114
2019 Q1	$2.31M	Sell	69,868 -8,962	-11%	-$288K	0.29%	96
2018 Q4	$2.26M	Sell	78,830 -20,530	-21%	-$687K	0.31%	93
2018 Q3	$3.76M	Buy	99,360 +6,660	+7%	+$250K	0.42%	58
2018 Q2	$3.47M	Buy	92,700 +22,216	+32%	+$825K	0.42%	62
2018 Q1	$2.38M	Buy	70,484 +4,366	+7%	+$155K	0.31%	81
2017 Q4	$2.39M	Buy	+66,118	New	+$2.28M	0.33%	74

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Financial Advocates Investment Management's XLE Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 91% in Q3 2025, selling an estimated $3.03M and leaving 6,862 shares worth $307K. The position accounts for 0.17% of the portfolio, ranked #85.

Financial Advocates Investment Management first reported a position in XLE in Q4 2017 and has held it in 32 quarters since. The position peaked at $14M in Q4 2022. 1,737 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Financial Advocates Investment Management held 6,862 shares of State Street Energy Select Sector SPDR ETF worth $307K as of Q3 2025.
Financial Advocates Investment Management sold 69,098 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $3.03M.
State Street Energy Select Sector SPDR ETF made up 0.17% of Financial Advocates Investment Management's portfolio in Q3 2025, its #85 holding.
Financial Advocates Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2017 and has held it in 32 quarters since.
Financial Advocates Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $14M in Q4 2022.
1,737 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.